Wealth Management
We provide wealth management services to individuals, family groups and privately owned businesses.
We work with our clients to plan and document inter-generational succession within family held companies with a focus on restructuring and asset protection.
Key Services
In particular we advise on:
- Wills & testamentary trusts
- Estate administration and disputes
- Asset protection and structuring
- Family and unit trusts
- Structuring & restructuring
- Buy sell agreements
- State taxes
- Superannuation
- Powers of attorneys and advance care directives
Our Experience
- Preparing simple and complex wills including testamentary trusts for high net worth individuals
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Preparing buy/sell agreements and shareholder agreements for large privately held companies
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Inter-generational family business transfers
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Family stakeholder agreements and goverance
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Resolving contested estates
- Obtaining stamp duty exemptions for inter-generational transfers of farming land